CONCORD, Calif., Feb. 12, 2024 (GLOBE NEWSWIRE) -- AssetMark Financial Holdings, Inc. (NYSE:AMK) released its "AssetMark Monthly Knowledge" Report today. Company results for the month of January 2024 include: Platform assets of $109.7 billion at the end of January, up 14.5% year-over-year.Net flows were $432 million in the month of January, up 24.5% year-over-year.AssetMark Trust Company client cash was $2.89 billion, down 13.0% year-over-year.Number of households increased 5.6% year-over-year to 256,078 at ...

CONCORD, Calif., Feb. 08, 2024 (GLOBE NEWSWIRE) -- AssetMark Financial Holdings, Inc. (NYSE: AMK) today announced that it will release financial results for its quarter ended December 31, 2023, after the U.S. market close on Wednesday, February 21, 2024. AssetMark will host a conference call and webcast that day at 5:00 pm ET to discuss its results. AssetMark invites shareholders and other interested parties to listen to its financial results conference call live, either over the Internet or via dial-in. Li ...

CONCORD, Calif., Jan. 16, 2024 (GLOBE NEWSWIRE) -- AssetMark, a wealth management platform powering independent financial advisors and their clients, today announced the launch of its new Tax Management Services, a testament to its commitment to advisors' needs and preferences. The comprehensive and user-friendly set of solutions helps drive better outcomes on taxable assets through a personalized process that is straightforward and seamless for both advisors and clients. "Advisors have long sought a robust ...

Company Performance - AssetMark Financial Holdings, Inc. reported platform assets of $108.9 billion at the end of December 2023, representing a 19.0% increase year-over-year [1][2] - The company experienced net flows of $628 million in December 2023, which is an 82.0% increase compared to the same month last year [1][2] - The cash held by AssetMark Trust Company clients was $3.05 billion, reflecting a decrease of 13.8% year-over-year [1][2] - The number of households served by AssetMark increased by 5.4% year-over-year, reaching 254,110 at the end of December [1][2] Monthly Metrics Overview - Platform assets increased from $91.5 billion in December 2022 to $108.9 billion in December 2023 [2] - Net flows showed significant growth, rising from $345 million in December 2022 to $628 million in December 2023 [2] - Client cash decreased from $3.54 billion in December 2022 to $3.05 billion in December 2023 [2] - The number of households served rose from 241,053 in December 2022 to 254,110 in December 2023 [2] Company Background - AssetMark operates a wealth management platform that supports independent financial advisors and their clients, providing flexible solutions to enhance client engagement and efficiency [3] - The company was founded in 1996 and is based in Concord, California, employing over 1,000 individuals [3] - As of September 30, 2023, AssetMark had $99.6 billion in platform assets [3]

AssetMark Financial Holdings, Inc. (NYSE:AMK) Q3 2023 Earnings Conference Call November 6, 2023 5:00 PM ET Company Participants Taylor Hamilton - Head of IR Michael Kim - CEO Gary Zyla - EVP & CFO Conference Call Participants Michael Cho - JPMorgan Jeff Schmitt - William Blair Patrick O'Shaughnessy - Raymond James Daniel Fannon - Jefferies Operator Good afternoon, everyone, and welcome to AssetMark's Third Quarter 2023 Earnings Conference Call. Currently, all participants are in a listen-only mode. Later, w ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 _______________________________________________ Title of each class Trading symbol(s) Name of each exchange on which registered Common stock, par value $0.001 per share AMK New York Stock Exchange FORM 10-Q _______________________________________________ (Mark One) x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2023 OR o TRANSITION REPORT PURSUANT TO ...

AssetMark Financial Holdings, Inc. (NYSE:AMK) Q2 2023 Earnings Conference Call August 2, 2023 5:00 PM ET Company Participants Taylor Hamilton – Head-Investor Relations Natalie Wolfsen – Chief Executive Officer Gary Zyla – Executive Vice President and Chief Financial Officer Conference Call Participants Michael Cho – JPMorgan Dan Fannon – Jefferies Jeff Schmitt – William Blair Patrick O’Shaughnessy – Raymond James Operator Good afternoon, everyone. And welcome to AssetMark’s Second Quarter 2023 Earnings Conf ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 _______________________________________________ Title of each class Trading symbol(s) Name of each exchange on which registered Common stock, par value $0.001 per share AMK New York Stock Exchange FORM 10-Q _______________________________________________ (Mark One) x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2023 OR o TRANSITION REPORT PURSUANT TO SECT ...

AssetMark Financial Holdings, Inc. (NYSE:AMK) Q1 2023 Earnings Conference Call May 3, 2023 5:00 PM ET Company Participants Taylor Hamilton - Head, IR Natalie Wolfsen - CEO Gary Zyla - EVP, Principal Accounting Officer and CFO Conference Call Participants Michael Cho - JPMorgan Jeff Schmitt - William Blair Patrick O'Shaughnessy - Raymond James Operator Good afternoon, everyone, and welcome to AssetMark's First Quarter 2023 Earnings Conference Call. Currently, all participants are in a listen-only mode. Later ...

1Q23 Earnings Presentation May 3, 2023 For general public use. Forward looking statements and non-GAAP financial measures Forward-Looking Statements Forward-looking statements include all statements that are not historical facts and can be identified by terms such as "will," "may," "could," "should," "believe," "expect," "estimate," "potential" or "continue," the negative of these terms and other comparable terminology that conveys uncertainty of future events or outcomes. These forward-looking statements i ...